Member Info for Lth-sometimes

Aren’t we supposed to be on the development/start-up ‘bit’of the Lassonde curve? More like a blinkin roller coaster. 🎢

Looks like the big seller/sellers have been back in action the past few trading sessions helping to keep us pegged back. Frustrating.

Tw@

Thanks ridged. Watched live before but maybe it wasn’t a Crux one.

Is there a Crux interview today?

Haven’t had an email and I can’t find it mentioned on their website. Probably me but does anyone have more detail?

Thank you for bringing Clive to my attention. No spin, no angle, just deep analysis after a lot of hard work on his part.

Happy to endorse him as you have but maybe I’m just late to the party and most of you already watch.

Have subscribed and will be watching his future releases with great interest.

Here’s to DB giving us a plethora of good news tomorrow.

Good luck all LTH’s, this time next year Rodney and all that…

Laid not lates

Very interesting article Geo. Mostly what we already know lates out in logical and sensible language but one part in particular struck me:

However, for producers and near-term developers, prices remain historically high - even after the correction. Margins are still robust. Cash flow visibility is strong. Balance sheets, in many cases, are healthier than they have been in years. This environment places a premium on credibility and communication. Companies that can clearly articulate cost discipline, capital allocation priorities and realistic growth plans are likely to differentiate themselves from more promotional peers.

A good time for MTL to start shouting about its fundamentals.

Agree with that surrey. Too easily manipulated imo.

God forbid he says anything slightly negative - more panic sells & the MM’s will crucify us.

Not sure I’d agree with that Bertmonkey. We are still massively undervalued as anyone who would take the time to look would see. Not suggesting that’s you so please don’t take offense, I know you’ve been here a good while now.

Couple that with all the selling today and we’re getting hammered.

It is very annoying how our SP hasn’t been growing in line with the rising POG but always seems to follow the dips.

The government landscape and desire for mining has changed significantly since 2007/2010. And the landslide mentioned was due to a typhoon - no blame was attributed to mining activities in the area I believe but stand to be corrected?

It is right that locals (and not so locals) fight for environmental issues to be addressed and for their own livelihoods to be both protected and/or compensated. All part of the process or should be.

I don’t imagine for one moment that DB doesn’t have a plan B,C and probably D for the Runruno plant in any case. I also imagine that greater clarity to this effect will be offered in Monday’s interview.

All my opinion but MTL will be aware of everything you mention and have been operating for long enough in the Philippines that the local backlash is not a great surprise.

Roll on Monday - I’m expecting a couple of jaw dropping reveals.

HL client here. Time to look at alternatives for me too I think.

Sakura

Your first paragraph only holds with the power of hindsight.

Your second - a constant stream of delays because of this, delays because of that, would only affect the SP in a negative way and is not a legal requirement as Dupax is not accounted.

Precisely why I say I’m glad they haven’t spoon fed the market every development. This isn’t DB’s first rodeo.

Yes that’s a more accurate portrait of what he/she believed.

As to the actual outcome - time will tell.

Incorrect FG. That was some of the abuse leveled at him.

His tack was always to warn that this is a lifestyle company.

The company hasn’t spoon fed the market every development but as Dupax isn’t accounted for there is no requirement to do so. I’m actually glad that they haven’t.

Have they handled it badly? The area is notoriously volatile apparently - several residents were killed and injured during the last round of elections. The company has tried to do everything through legal means and has not agitated the locals it would seem. The locals seem to be (rightly) angered by previous mining companies being less than sympathetic to the environment.

Interested to know how the armchair critics would have ‘handled it’ differently if it’s been done so poorly.

All hail Chris2

Abused, hounded, trolled, name called but had it nailed all along.

Https://www.cecphils.org/defend-dupax-del-norte-cec-statement/

Be a while for Dupax results it seems.

Phew - so in 12 months MTL won’t have been bought out. What a relief that is simms, thank you.

I have very few people in the green bin, 4 in fact. Two are people who are disruptive for the sake of being so and likely not invested. The other two are people whose opinions are irrelevant as they offer nothing factual that should be considered, just stream of consciousness bs.

You win spot number 5, congratulations.